Executive - Getting Started
      Back to home
      1. Texada Knowledge Base
      2. Sales: Equipment CRM
      3. Executive - Getting Started

      Home and Navigation (Executive)

      An overview of the home page and navigation menu of SalesLink - Executive.

      SalesLink - Executive

      Log in to CloudLink with your Username and Password, then click the [ENTER] button under SalesLink – Executive. You will be taken to the SalesLink Executive Home page, which will be either the Customer Profiles page or the Key Indicator Dashboard page.

      Navigation Bar

      At the top of the screen is a navigation bar that can be accessed from anywhere in the application.

      On The Go

      Hover over the ON THE GO tab to access pages related to your Activities, Leads and Opportunities, Territory, and Issues.

      Customers

      Hover over the CUSTOMERS tab to access pages related to your customer Territory, Activities, Plans, and Competitors.

      Pipeline

      Hover over the PIPELINE tab to access pages related to your current pipeline Insights, Leads and Opportunities, Sales, and Commissions.

      Divisions

      Click on the Divisions drop-down menu to switch between your divisions.

      Search

      Click on the Search icon and use the filters to find specific information within SalesLink.

      Profile

      Click on the Profile icon to view/edit your current User Profile information.

      Settings

      Click on the Gear icon to manage the current information and settings in SalesLink for your dealership, such as Mail Codes, Influencer Types, UCC Information, Issue settings, etc.

      Quick Links

      Click on the Plus icon at the far right to quickly perform basic SalesLink tasks from anywhere in the application.